[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Stefi Maher [@StefiMaher](/creator/twitter/StefiMaher) on x 2817 followers Created: 2025-07-14 23:48:37 UTC ✨Kayelekera poised for near-term production | Latest Argonaut research on #uranium developer @Lotus_Resources $LOT below with a $0.40/share valuation. Analyst Jon Scholtz said: "Lotus is on track for a 3QCY25 restart of the Kayelekera uranium mine, following a 10-month repair and commissioning phase. The initial restart is on budget (US$50m) and will be followed up by efficiency works costing a further ~US$40m. The DFS and FEED study highlighted a 10-year LOM production ~2.4Mlbpa at an AISC of US$44.8/lb. We believe the timing of the Kayelekera restart and ramp-up coincides with tightness in the uranium market, driving economic upside from our near-term bullish price outlook. Longer-term there is upside from the Letlhakane uranium project development. Near-term catalysts include additional offtakes above their current secured 3.5-3.8Mlbs and updates on restart ramp-up at Kayelekera." ⬇️  XXXXX engagements  **Related Topics** [$50m](/topic/$50m) [budgeting](/topic/budgeting) [jon](/topic/jon) [$040share](/topic/$040share) [$lot](/topic/$lot) [Post Link](https://x.com/StefiMaher/status/1944906911960457290)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Stefi Maher @StefiMaher on x 2817 followers
Created: 2025-07-14 23:48:37 UTC
✨Kayelekera poised for near-term production | Latest Argonaut research on #uranium developer @Lotus_Resources $LOT below with a $0.40/share valuation.
Analyst Jon Scholtz said: "Lotus is on track for a 3QCY25 restart of the Kayelekera uranium mine, following a 10-month repair and commissioning phase. The initial restart is on budget (US$50m) and will be followed up by efficiency works costing a further ~US$40m. The DFS and FEED study highlighted a 10-year LOM production ~2.4Mlbpa at an AISC of US$44.8/lb. We believe the timing of the Kayelekera restart and ramp-up coincides with tightness in the uranium market, driving economic upside from our near-term bullish price outlook. Longer-term there is upside from the Letlhakane uranium project development. Near-term catalysts include additional offtakes above their current secured 3.5-3.8Mlbs and updates on restart ramp-up at Kayelekera." ⬇️
XXXXX engagements
